Senior Banking Relationship Specialist

Bank of Utah; Heber (UT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

401(k) with match

Paid holidays & PTO

Job summary

Bank of Utah in Heber, UT, is seeking a Full-Time Senior Banking Associate to support complex client needs and guide operations at the Heber branch. The role emphasizes mentoring, coaching, and adherence to service, compliance, and risk standards.

Responsibilities cover consumer and business lending support, specialized accounts, and advanced servicing tasks while delivering a high level of client-focused service within a community bank environment.

Qualifications

• Three or more years of banking or financial services experience.
• Proven ability to independently manage complex client issues.
• Experience with coaching and developing team members.
• Strong judgment, attention to detail, and ability to influence outcomes without direct authority.
• Must be at least 18 years of age.

Responsibilities

• Support consumer and business lending processes by assisting with intake, documentation, servicing requests, and loan-related inquiries.
• Support specialized account types, including IRAs, trusts, HSAs, and other complex or fiduciary account relationships.
• Provide operational and servicing support for specialty deposit services, including IntraFi and Sweep accounts.
• Support and service foreign exchange transactions, ensuring accuracy, compliance, and timely processing.
• Actively manages and develops a deposit book of business ($100,000-$250,000), conducting regular outreach to strengthen relationships and support retention and growth.
• Serve as an escalation point for complex or higher-risk client issues requiring advanced product or policy knowledge.
• Partner with branch leadership and internal specialists to resolve non-routine or sensitive cases.
• Maintain advanced knowledge of applicable products, procedures, and regulatory requirements relevant to assigned services.
• Guide clients through complex or sensitive matters with clear expectations and timely, transparent communication, ensuring confidence and understanding at every step.
• Serve as a subject matter resource, guiding associates through transactions, policy interpretation, and advanced servicing scenarios.
• Provide ongoing coaching and feedback to support onboarding, strengthen technical skills, and reinforce service, compliance, and risk standards.
• Model strong service, compliance, and operational standards to strengthen overall branch performance.
• Support branch performance, client retention, and operational consistency while strengthening the Bank’s reputation and presence in the community through expertise and collaboration.

Skills

Team coaching

Independent work

Attention to detail

Judgment

Client servicing

Education

High school diploma or equivalent

Job description

Bank of Utah in Heber, UT, is seeking a Full-Time Senior Banking Associate to support complex client needs and guide operations at the Heber branch. The role emphasizes mentoring, coaching, and adherence to service, compliance, and risk standards.

Responsibilities cover consumer and business lending support, specialized accounts, and advanced servicing tasks while delivering a high level of client-focused service within a community bank environment.